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Senior Financial Sales Advisor

1 month ago

Fort Lauderdale, United States LS Financial Group Full time

Job Description:

Senior Financial Sales Advisor

at

LS Financial Group Location:

Fort Lauderdale, FL ,

United States Education:

Bachelor's Degree

required Job Responsibility:

About Us: LS Financial Group is a small business in Fort Lauderdale, FL. Our mission is SAFETY in retirement; we assist our clients with a holistic retirement plan that mitigates risk and preserves capital while allowing for upside growth. We host weekly TV and Radio shows called "Let's Talk Safe Money" airing on NBC and Fox on Sundays at noon, and on WIOD 610 AM every Saturday and Sunday. Our Work Environment Includes: Modern office setting Food provided Growth opportunities Duties: Provide comprehensive financial planning and investment advice to clients Develop and maintain client relationships through effective communication and regular meetings Conduct in-depth financial analysis and create customized financial plans based on clients' goals and risk tolerance Stay up-to-date with market trends, investment products, and industry regulations Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial solutions Utilize telemarketing techniques to generate leads and expand client base Conduct outside sales activities to meet with potential clients and promote financial services Negotiate contracts and agreements with clients to ensure mutually beneficial terms Market financial services through various channels, including social media, events, and networking opportunities Qualifications: Bachelor's degree in Finance, Economics, or related field (Master's degree preferred) Proven experience as a Financial Advisor or similar role Bilingual proficiency in English and Spanish is highly desirable Excellent communication skills, both verbal and written Strong sales administration skills with a track record of meeting or exceeding targets Knowledge of HIPAA regulations and ability to handle sensitive client information securely Proficient in using financial planning software and tools Ability to analyze complex financial data and provide clear recommendations to clients Strong interpersonal skills and ability to build trust with clients Note: This job description is not intended to be all-inclusive. The employee may perform other related duties as negotiated to meet the ongoing needs of the organization. Job Types:

Full-time, Permanent Pay:

From $70,000.00 per year Benefits: Flexible schedule Health insurance Paid time off Pay Rate: Commission only Supplemental Pay Types: Bonus opportunities Commission pay Weekly Day Range: Monday to Friday Work Setting: In-person Office Education: Bachelor's (Required) Experience: Financial sales: 5 years (Required) License/Certification: Life & Health Insurance License (Required) FINRA License (Preferred) Accident & Health Insurance License (Required) Ability to Relocate: Fort Lauderdale, FL 33309: Relocate before starting work (Required) Work Location:

In person Keywords: Closed Date:

2024-08-24

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